# Cape Physicians Associates, PA 401(k) Plan
Source: https://planprovider.pro/companies/cape-physicians-associates-pa-plan-001

> Cape Physicians Associates, PA's 401(k) plan: 225 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cape Physicians Associates, PA

- **Sponsor EIN:** 223172481

- **Sponsor Address:** 11 VILLAGE DRIVE, CAPE MAY COURT HOUSE, NJ, 08210

- **Plan Type:** 401(k)

- **Total Participants:** 225

- **Total Assets:** $19.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|225|$19.1M|$662,279|$1.3M|

| 2023|206|$17.0M|$593,718|$1.2M|

| 2022|194|$13.9M|$561,095|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$28,700|—|$28,700|

| UBS FINANCIAL SERVICES|CONSULTANT|$15,626|—|$15,626|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — CONSULTANT

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,326

- **Estimated Expense Ratio:** 0.232% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$44,326|$15,626|—|—|—|

| 2023|$41,720|$15,058|—|—|—|

| 2022|$44,014|$19,235|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cape-physicians-associates-pa-plan-001)

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